Who owns Invesco BulletShares 2031 Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BSMV from SEC Form 13F filings across 88 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 88 institutions disclosed 6.1M shares of Invesco BulletShares 2031 Municipal Bond ETF worth $127.4M — about 94.9% of shares outstanding; the largest disclosed holder is Hills Bank & Trust Co. Source: SEC Form 13F filings, parsed by EvidInvest.
88
13F holders
$127.4M
value, 2026 filers
94.9%
of shares outstanding (6.1M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BSMV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | 360,323 | $7.6M | 0.3% | 5.6% | -24.9% |
| 2 | HighTower Advisors, LLC | 334,767 | $7.0M | 0.0% | 5.2% | +10.6% |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLCNEW | 290,826 | $6.1M | 0.1% | 4.5% | new |
| 4 | LPL Financial LLC | 288,458 | $6.1M | 0.0% | 4.5% | +12.9% |
| 5 | MORGAN STANLEY | 276,929 | $5.8M | 0.0% | 4.3% | +7.7% |
| 6 | BANK OF AMERICA CORP /DE/ | 252,121 | $5.3M | 0.0% | 3.9% | +8.0% |
| 7 | Atlantic Union Bankshares Corp | 240,138 | $5.0M | 0.1% | 3.8% | +27.5% |
| 8 | PRECEDENT WEALTH PARTNERS, LLC | 216,030 | $4.5M | 0.8% | 3.4% | +7.0% |
| 9 | Invesco Ltd. | 204,866 | $4.3M | 0.0% | 3.2% | 0.0% |
| 10 | RAYMOND JAMES FINANCIAL INC | 199,030 | $4.2M | 0.0% | 3.1% | +3.3% |
| 11 | Lido Advisors, LLC | 195,700 | $4.1M | 0.0% | 3.1% | 0.0% |
| 12 | UBS Group AG | 192,892 | $4.0M | 0.0% | 3% | -17.6% |
| 13 | CENTRAL VALLEY ADVISORS, LLC | 181,265 | $3.8M | 1.0% | 2.8% | -3.9% |
| 14 | Avior Wealth Management, LLC | 152,733 | $3.2M | 0.1% | 2.4% | -31.6% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 147,684 | $3.1M | 0.0% | 2.3% | +4.3% |
| 16 | MONECO ADVISORS, LLC | 139,362 | $2.9M | 0.2% | 2.2% | +3.5% |
| 17 | Legacy Private Trust Co. | 121,639 | $2.6M | 0.1% | 1.9% | +101.2% |
| 18 | Envision Financial Planning, LLC | 117,801 | $2.5M | 0.8% | 1.8% | +6.8% |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | 109,755 | $2.3M | 0.1% | 1.7% | +46.1% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 108,383 | $2.3M | 0.0% | 1.7% | -0.1% |
| 21 | Clark Asset Management, LLC | 106,337 | $2.2M | 0.2% | 1.7% | +14.2% |
| 22 | Parkway Wealth Management Group, LLC | 105,220 | $2.2M | 0.3% | 1.6% | +3.2% |
| 23 | Kestra Advisory Services, LLC | 96,149 | $2.0M | 0.0% | 1.5% | +5.4% |
| 24 | WELLS FARGO & COMPANY/MN | 94,922 | $2.0M | 0.0% | 1.5% | +68.8% |
| 25 | OSAIC HOLDINGS, INC. | 93,904 | $2.0M | 0.0% | 1.5% | +15.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.